E••• J••••••••

Advisor at J•• F•••••••• P•••••••

SUN PRAIRIE, WI

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Search this name across graphsid dfx:ria:f7a418fb-f952-a615-c9e0-b9c8dba1797b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 13, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J•• F•••••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 12, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•• F•••••••• P•••••••	State registered	Jan 1, 2025	n/a	yes	SUN PRAIRIE, WI	Current employment
E•••••• A••••••• G••••• L••	Bd affiliated wealth	Nov 15, 2019	Nov 17, 2023	no	SUN PRAIRIE, WI\|GREENWOOD VILLAGE, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• A••••••• G••••• L••	J•• F•••••••• P•••••••	Nov 17, 2023	Jan 1, 2025	411	Firm change after gap	Ibd to state RIA
L•• F•••••••• L••	E•••••• A••••••• G••••• L••	Sep 8, 2016	Nov 15, 2019

Relationships

Registered with (3)

→ J•• F•••••••• P•••••••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ E•••••• A••••••• G••••• L••Registered adviserregistration: previous registration
Nov 15, 2019 to Nov 17, 2023factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Nov 13, 2015 to Sep 8, 2016factForm ADV

Dated events

Occurred
Nov 17, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f7a418fb-f952-a615-c9e0-b9c8dba1797b
First observed: Nov 13, 2015
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.